SharePoint | 5 Simple Use Cases to Implement Today

The SharePoint connector in Atolio enables you to access and manage a wide range of content management data within SharePoint.

Below are practical use cases and examples of how to effectively leverage this integration.

1. Access Meeting Notes

   • Situation: You need to catch up on meeting notes from the past week to prepare for an upcoming presentation.
   • Task: Generate a list of recent meeting notes.
   • Atolio Action: “List all meeting notes from the last week in SharePoint.”
   • Result: View recent meeting notes efficiently, helping you prepare efficiently for the next discussion.

2. Create an Executive Summary of Open Tasks

   • Situation: You need an executive summary of all open tasks prior to a weekly standup.
   • Task: Retrieve and summarize the list of open tasks along with their statuses.
   • Atolio Action: “Summarize open tasks in SharePoint.”
   • Result: A detailed summary of open tasks is generated efficiently, providing valuable insights and enabling you to track progress and address any pending issues.

3. Summarize the Latest News Posts

   • Situation: You need a summary of the latest news posts shared within the organization.
   • Task: Retrieve and summarize the most recent news posts.
   • Atolio Action: “Summarize latest news posts in SharePoint.”
   • Result: Latest news posts are quickly identified and acknowledged, increasing visibility while improving communication.

4. Provide a Briefing About Recent Changes to Documents

   • Situation: You need to share an update about recent edits prior to a weekly sync.
   • Task: Retrieve and summarize the list of recent changes made to documents.
   • Atolio Action: “Summarize recent changes to documents in SharePoint.”
   • Result: A detailed summary of recent changes to documents is quickly sourced, enabling you to stay informed about the latest updates.

5. Find Company Onboarding and Benefits Information

   • Situation: You need to ensure a new hire has access to all relevant onboarding and benefits information.
   • Task: Identify and compile all new hire information shared.
   • Atolio Action: “Find all onboarding and benefits information for new hires in Sharepoint”
   • Result: All onboarding and benefits information is surfaced, ensuring a smooth and well-informed new hire process.

By following these steps and tips, you can efficiently use Atolio’s SharePoint connector to access and manage your content data, driving better decision-making and enhanced business processes.

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